Thomas J. Levy

Thomas J. Levy

Wealth Management Advisor

Thomas J. Levy grew up locally, attending Governor Mifflin High School. He was graduated from Grove City College, Grove City, PA in 1987 where he earned his BA in Business Administration/Marketing. Before coming to Black Diamond Financial Group in December, 2012, he spent 6 years at Merrill Lynch in the Wealth Management division. Prior to that he worked in a family retail/wholesale business for over 19 years.
 

Tom helps individuals, families and businesses with wealth and retirement planning. He focuses on life-cycle planning including pre and post-retirement, educational funding, and cash management. His belief is that strong communication is at the core of every solid relationship. His robust system of consistent client contact and detailed performance reviews keeps everyone well informed. 
 

Tom lives in Sinking Spring with his wife and sons. He enjoys triathlons, mountain biking, adventure racing and helping with his sons' activities.

Phone 610-370-7855
Fax 610-370-7863